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Salesforce

1,972 hedge funds and large institutions have $151B invested in Salesforce in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 963 increasing their positions, 648 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-6
Holders Change %
-0.3%
% of All Funds
34.72%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
184
Increased
963
Reduced
648
Closed
170
Calls
$5.95B
Puts
$7.12B
Net Calls
-$1.18B
Net Calls Change
+$585M
Name Holding Trade Value Shares
Change
Shares
Change %
GA
1476
Geller Advisors
New York
$459K +$83.7K +395 +22%
VFM
1477
Vivid Financial Management
California
$457K +$32K +151 +8%
EP
1478
Edgestream Partners
New Jersey
$456K -$10.5M -49,669 -96%
BFM
1479
Boston Financial Management
Massachusetts
$456K -$18.6K -88 -4%
AG
1480
AIA Group
Hong Kong
$456K -$7.2K -34 -2%
IA
1481
IFG Advisors
Missouri
$456K
FWP
1482
FAS Wealth Partners
Kansas
$456K +$91K +429 +25%
SWA
1483
Sutton Wealth Advisors
Florida
$455K -$847 -4 -0.2%
DC
1484
Davenport & Co
Virginia
$454K -$73.5K -347 -14%
AWM
1485
Aevitas Wealth Management
Massachusetts
$453K +$29.6K +140 +7%
HTHT
1486
Hemenway Trust Hemenway Trust
New Hampshire
$449K
AIS
1487
AM Investment Strategies
Tennessee
$441K -$20.8K -98 -4%
BA
1488
Bristlecone Advisors
Washington
$441K +$50.2K +237 +13%
DMC
1489
Drexel Morgan & Co
Pennsylvania
$440K +$440K +2,075 New
OAM
1490
Occidental Asset Management
California
$436K +$847 +4 +0.2%
JHP
1491
James Hambro & Partners
United Kingdom
$435K -$422K -1,990 -49%
RMCM
1492
Reynders McVeigh Capital Management
Massachusetts
$432K -$55.7K -263 -11%
EWM
1493
Empirical Wealth Management
Washington
$431K +$29K +137 +7%
AIC
1494
Archer Investment Corporation
Indiana
$429K +$360K +1,701 +525%
FMTC
1495
Farmers & Merchants Trust Company
California
$427K +$424 +2 +0.1%
TC
1496
Truvestments Capital
Florida
$427K +$99K +467 +30%
BBP
1497
Banco BTG Pactual
Brazil
$426K +$73.9K +349 +21%
AWM
1498
Accel Wealth Management
Iowa
$425K -$3.39K -16 -0.8%
AIM
1499
Anchor Investment Management
South Carolina
$425K +$186K +876 +78%
AC
1500
Alley Company
Illinois
$424K